Professional Services Solutions
We have products and services that can meet your needs, whether you are an attorney, accountant, or other professional.
Products and Services for the Professional Services Industry
Find out how we can help move your business forward:
Cash Management
Accessing your money and information should be simple and affordable. In addition to your local branch, Amboy provides:
- Positive Pay
- Sweep accounts
- Deposit Direct
- Digital Banking, including mobile app and account alerts
- QuickBooks Direct Connect service
Financing
- Commercial Real Estate
- Working Capital
Digital Escrow Accounts
- Easy sub-account creation and digital funding
- A unique digital filing system to track and organize your sub-accounts
- Detailed reporting and automated eStatements
1031 Tax-Deferred Exchange
- Amboy is a member of the Federation Accommodators (FEA) and a Qualified Intermediary
- We work collaboratively with you to facilitate an exchange
Retirement Plans
- Simple IRA
- SEP IRA
- 401(k)
Health Savings Accounts (HSAs)
- Manage healthcare costs
- Provide a tax-free way to build savings for future medical expenses
Trust Financial Planning
- We offer a wide range of investment services and retirement planning
Personalized Bank Account Recommendations
Your relationship manager will listen and carefully recommend the right account for your firm, clients, employees, or you, personally.
- Amboy offers a wide range of business and personal checking accounts
- Savings, money market, and CDs to maximize your return
Account Access
Accessing your money and information should be simple and secure. In addition to your local branch, Amboy provides:
- Digital Banking, including mobile app
- Digital Wallet, including Apple Pay, Google Pay, and Samsung Pay
- Online cash management
- Deposit Direct
Attract and Retain Employees
Recognize the hard work of your employees or yourself with benefits that meet your requirements for investment control, administrative detail, and business contribution.
- Retirement plans, including Simple IRA, SEP IRA, and 401(k)
- Health Savings Accounts (HSA) that provide a way to manage healthcare costs and provide a tax-free way to build savings for future medical expenses
Protect Your Business
Protect yourself, your business, and your employees with proper insurance coverage.
- Protect against the death or disability of an employee
- Fix the price for transferring ownership in the event of disability or death of a partner
- Provide affordable insurance protection for your employees with Group Life